Lee-Kelleher Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lee-Kelleher Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	+615	New	+$191K	0.11%	48

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lee-Kelleher Wealth Management's JPM Position: Q2 2026 in Review

Lee-Kelleher Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 615 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #48 among its holdings.

1,372 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lee-Kelleher Wealth Management held 615 shares of JPMorgan Chase worth $201K as of Q2 2026.
JPMorgan Chase was a new Lee-Kelleher Wealth Management position in Q2 2026.
JPMorgan Chase made up 0.11% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #48 holding.
1,372 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.